Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Warren Buffett Berkshire Hathaway

Bill Ackman Pershing Square Capital Management

Michael Burry Scion Asset Management

Ray Dalio Bridgewater Associates

Ken Griffin Citadel Advisors

Ken Fisher Fisher Asset Management

Cathie Wood ARK Investment Management

Jim Simons Renaissance Technologies

2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2

#	Name	AUM	AUM Growth	AUM Growth %	Quarter Return	3 Year Return	Holdings
4201	CAM 4201 Crown Advisors Management Larkspur, California	$105M	+$582K	+0.6%	11.5%	185%	47
4202	WTFG 4202 Wells Trecaso Financial Group Akron, Ohio	$105M	+$2.93M	+3%	1.98%	81%	71
4203	PAM 4203 Pegasus Asset Management Montebello, New York	$105M	+$4.95M	+5%	0.8%	93.3%	70
4204	OC 4204 Oppenheimer & Close New York	$105M	+$2.2M	+2%	2.04%	97.6%	37
4205	OFG 4205 OmniStar Financial Group Wilmington, North Carolina	$105M	-$4.5M	-4%	0.89%	49.6%	111
4206	TA 4206 Trellis Advisors Ellensburg, Washington	$105M	-$1.04M	-1%	0.61%	23.3%	45
4207	BLA 4207 Balter Liquid Alternatives Boston, Massachusetts	$105M	+$3.79M	+4%	3.25%	76.6%	249
4208	EWM 4208 Elmwood Wealth Management Berkeley, California	$105M	–	–	1.11%	34.8%	303
4209	SG 4209 StoneX Group New York	$105M	+$8.67M	+9%	0.26%	64.6%	224
4210	CP 4210 Covalent Partners Concord, Massachusetts	$104M	-$13.3M	-11%	9.32%	42.9%	29
4211	AA 4211 Altman Advisors Chicago, Illinois	$104M	-$10.6M	-9%	0.06%	–	82
4212	MCM 4212 Mork Capital Management Healdsburg, California	$104M	-$35.7M	-26%	2.85%	36.6%	134
4213	HCM 4213 Hall Capital Management Barrington, Rhode Island	$104M	-$10.1M	-9%	3.36%	–	88
4214	HMS 4214 Hanseatic Management Services Albuquerque, New Mexico	$104M	+$4.95M	+5%	9.84%	152%	510
4215	BCIM 4215 Burford Capital Investment Management Chicago, Illinois	$104M	+$5.3M	+5%	2.31%	46.3%	4
4216	TWM 4216 Titus Wealth Management Larskpur, California	$104M	+$15.4M	+17%	1.51%	26.6%	100
4217	LWIC 4217 Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$104M	+$46.4M	+81%	0.94%	54.9%	35
4218	LFGH 4218 Lee Financial Group Hawaii Honolulu, Hawaii	$104M	-$3.85M	-4%	0.3%	12.9%	37
4219	MRI 4219 Mad River Investors Boston, Massachusetts	$104M	+$12.4M	+14%	7.11%	181%	29
4220	GCM 4220 Gator Capital Management Tampa, Florida	$104M	-$562K	-0.5%	0.75%	162%	126
4221	SWM 4221 Sequoia Wealth Management Hoffman Estates, Illinois	$104M	-$7.21M	-7%	1.48%	–	63
4222	LCM 4222 Lucas Capital Management Red Bank, New Jersey	$103M	-$11.8M	-10%	2.85%	44.5%	114
4223	AWM 4223 Aries Wealth Management Portland, Maine	$103M	-$5.38M	-5%	2.12%	64.1%	139
4224	MAG 4224 Millrace Asset Group Berwyn, Pennsylvania	$103M	-$963K	-0.9%	12.9%	113%	82
4225	PVAM 4225 Pacific View Asset Management San Francisco, California	$103M	-$47.4M	-31%	2.18%	–	130